YorkBridge Wealth Partners’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-200
| Closed | -$17K | – | 593 |
|
|
2019
Q2 | $17K | Hold |
200
| – | – | 0.01% | 496 |
|
|
2019
Q1 | $16K | Hold |
200
| – | – | 0.01% | 497 |
|
|
2018
Q4 | $13K | Sell |
200
-200
| -50% | -$13K | 0.01% | 541 |
|
|
2018
Q3 | $35K | Hold |
400
| – | – | 0.02% | 398 |
|
|
2018
Q2 | $30K | Hold |
400
| – | – | 0.01% | 435 |
|
|
2018
Q1 | $29K | Sell |
400
-345
| -46% | -$25K | 0.01% | 443 |
|
|
2017
Q4 | $53K | Sell |
745
-584
| -44% | -$41.5K | 0.03% | 369 |
|
|
2017
Q3 | $78K | Hold |
1,329
| – | – | 0.04% | 322 |
|
|
2017
Q2 | $70K | Buy |
1,329
+50
| +4% | +$2.63K | 0.04% | 329 |
|
|
2017
Q1 | $72K | Buy |
1,279
+784
| +158% | +$44.1K | 0.04% | 325 |
|
|
2016
Q4 | $39K | Buy |
+495
| New | +$39K | 0.02% | 390 |
|